“Things are different this time.”

“Things are different this time.”

Have you heard that before? In reference to the financial markets, one hears it periodically, mostly when stock prices, or other prices, are going up excessively and when people are speculating as to why. In the late 1990’s during the “dot.com” era, it was the “New Economy”, business fundamentals didn’t matter anymore, at least according […]

Are you a Fiduciary? If so, what does that mean?

Are you a Fiduciary? If so, what does that mean?

A fiduciary is defined as someone acting in a position of trust on behalf of, or for the benefit of, a third party. It is not uncommon for fiduciaries, especially Investment Stewards, to be unaware of their status. Whether or not someone is an investment fiduciary generally depends upon whether they (1) are named as […]